Stratford Consulting’s ExxonMobil XOM Stock Holding History

Stratford Consulting’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,131	Closed	-$258K	–	54
2017 Q1	$258K	Buy	3,131 +6	+0.2%	+$501	0.1%	47
2016 Q4	$281K	Buy	3,125 +5	+0.2%	+$437	0.12%	44
2016 Q3	$272K	Buy	3,120 +571	+22%	+$50.7K	0.12%	42
2016 Q2	$239K	Sell	2,549 -1,066	-29%	-$94.3K	0.11%	46
2016 Q1	$302K	Buy	3,615 +13	+0.4%	+$1.04K	0.14%	43
2015 Q4	$281K	Buy	3,602 +15	+0.4%	+$1.2K	0.15%	47
2015 Q3	$267K	Buy	3,587 +1,066	+42%	+$82.1K	0.14%	46
2015 Q2	$210K	Buy	2,521 +7	+0.3%	+$602	0.11%	50
2015 Q1	$214K	Buy	2,514 +7	+0.3%	+$621	0.11%	49
2014 Q4	$232K	Buy	2,507 +8	+0.3%	+$746	0.12%	49
2014 Q3	$235K	Buy	2,499 +4	+0.2%	+$398	0.13%	49
2014 Q2	$251K	Buy	2,495 +6	+0.2%	+$605	0.13%	50
2014 Q1	$243K	Buy	2,489 +5	+0.2%	+$477	0.13%	48
2013 Q4	$251K	Buy	+2,484	New	+$230K	0.14%	46
2013 Q3	–	Sell	-2,225	Closed	-$201K	–	55
2013 Q2	$201K	Buy	+2,225	New	+$200K	0.12%	48

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return